“By the beginning of 2027, Stargate Abilene will be obsolete, as will any and all data centers filled with Blackwell GPUs, as will any and all data centers being built today.”
Our reading, the sentence that was checked:
By early 2027, Stargate Abilene and all data centers filled with Blackwell GPUs or being built today will be obsolete.
Assessment: Unresolved Not yet due on 2026-10-29 Evidence as of
Where and when Ed Zitron wrote it
Where's Your Ed At, The Enshittifinancial Crisis, paragraph 251.
- Said
- Source observed
- live page, full text, public
- Evidence as of
- the cutoff for this assessment
- Assessment recorded
- assessment wyea-the-enshittifinancial-crisis-4efcc0-a1
We recorded 26 claims from this post. See every claim from this post.
The wording above is the version this site observed on 2026-10-28. The source may have been edited after 2025-12-29. This page does not claim the wording was captured then.
What the claim commits to
- Kind
- Forecast
- Deadline, as the speaker wrote it
- “By the beginning of 2027”
- Deadline state when assessed
- Not yet due
- Deadline state on 2026-10-29
- Not yet due (the release’s reference date)
From the speaker
- By the beginning of 2027
- Stargate Abilene will be obsolete
- any and all data centers filled with Blackwell GPUs
- any and all data centers being built today
Our interpretation
- The plain reading of obsolete is no longer commercially useful for AI workloads, rather than simply no longer containing the newest hardware.
- The construction cohort consists of facilities under construction on December 29, 2025.
- I interpret the beginning of 2027 as the first quarter, with March 31 as its latest plausible endpoint. A January interpretation would also remain not due at the evaluation date.
- Compatibility, actual use, customer demand and operating economics must be assessed together. A newer GPU announcement alone does not establish obsolescence.
Counts as supported if: Evidence at the deadline establishes commercial obsolescence of Abilene and the entire stated facility cohort, including an inability to serve economically useful AI workloads.
Counts as contradicted if: At least one facility within the stated cohort remains commercially useful for AI workloads at the deadline, supported by actual deployment, customer use and operating evidence.
Prospective: these criteria were frozen before the deadline, while the outcome was not yet public.
Current assessment
Did the forecast come true?
Outcome: Unresolved
The record was checked, and the evidence available by the cutoff does not settle it.
Scored on a plain reading. The speaker named no measure for this claim, so it was judged on the reading an informed reader would take, stated below under our interpretation. Both reviews had to find that reading fair.
- Evidence as of
- Deadline state when assessed
- Not yet due
- Assessment recorded
- Policy version
- 2026-10-28.7
Rationale
The deadline is after October 28, 2026. Existing operations and NVIDIA's infrastructure-compatibility documentation weigh against automatic obsolescence, but neither determines the facilities' commercial usefulness at the deadline. No event meets the early-resolution rule.
Limitations
- Commercial obsolescence is not precisely defined.
- Operator technical claims do not independently establish profitable operation.
- The universal facility cohort is not enumerated.
Evidence (2 items)
Context only: NVIDIA,
the same data center cooling infrastructure
Why it matters here: NVIDIA describes reuse of facility cooling infrastructure for its newer racks. This challenges an automatic inference from new rack designs to facility obsolescence, but does not establish Blackwell economics in early 2027.
- Publisher
- NVIDIA
- Kind of source
- Company disclosure: the company describing itself, not an independent finding
- Describes events of
- Public from
Context only: Epoch AI,
already operating
Why it matters here: The corrected estimate establishes operating capacity before the forecast deadline. Operation in April 2026 does not settle commercial usefulness in early 2027.
- Publisher
- Epoch AI
- Kind of source
- Independent measurement
- Describes events of
- Public from
What would settle it
Early-2027 operating and commercial records for qualifying facilities. One demonstrably useful facility would refute the universal claim; support requires evidence covering the entire stated cohort.
Where it was said (1)
Said once in the sources this register covers.
: Where's Your Ed At, The Enshittifinancial Crisis
By the beginning of 2027, Stargate Abilene will be obsolete, as will any and all data centers filled with Blackwell GPUs, as will any and all data centers being built today.
- Where
- paragraph 251
- Published
- 2025-12-29
- Source observed
- , live page
- Access
- full text, public
History
Assessment versions
- Assessment wyea-the-enshittifinancial-crisis-4efcc0-a1: Current. Outcome: Unresolved. Evidence as of 2026-10-28. Public date not recorded.
Recorded events
Assessment publishedBy this site
First assessment published after both reviews and the final-text check passed.
About assessment wyea-the-enshittifinancial-crisis-4efcc0-a1.